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JPMorgan Equity Premium Income ETF

1,289 hedge funds and large institutions have $17.9B invested in JPMorgan Equity Premium Income ETF in 2025 Q3 according to their latest regulatory filings, with 110 funds opening new positions, 657 increasing their positions, 419 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 657 | Existing positions reduced: 419

39% more first-time investments, than exits

New positions opened: 110 | Existing positions closed: 79

20% more call options, than puts

Call options by funds: $42.1M | Put options by funds: $35.1M

0% more funds holding

Funds holding: 1,2831,289 (+6)

2% less capital invested

Capital invested by funds: $18.2B → $17.9B (-$307M)

1.29% less ownership

Funds ownership: 44.4%43.1% (-1.3%)

13% less funds holding in top 10

Funds holding in top 10: 142124 (-18)

Holders
1,289
Holders Change
+6
Holders Change %
+0.47%
% of All Funds
16.92%
Holding in Top 10
124
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-12.68%
% of All Funds
1.63%
New
110
Increased
657
Reduced
419
Closed
79
Calls
$42.1M
Puts
$35.1M
Net Calls
+$7.03M
Net Calls Change
-$5.85M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
76
Sterling Investment Counsel
New York
$26.7M +$14.5M +255,572 +120%
ACA
77
Aptus Capital Advisors
Alabama
$26.7M -$2.59M -45,608 -9%
BF
78
BOK Financial
Oklahoma
$26.4M +$1,000K +17,605 +4%
BCI
79
Brinker Capital Investments
Pennsylvania
$25.9M +$2.87M +50,530 +13%
Mariner
80
Mariner
Kansas
$25.6M +$1.5M +26,489 +6%
BPA
81
Beacon Pointe Advisors
California
$25.5M +$927K +16,329 +4%
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$25.1M +$9.9M +174,408 +66%
CFG
83
Cooper Financial Group
California
$24.2M +$902K +15,888 +4%
IWC
84
Integrated Wealth Concepts
Massachusetts
$24.2M -$122K -2,141 -0.5%
DC
85
Davenport & Co
Virginia
$24M +$1.72M +30,360 +8%
WWMSC
86
Wagner Wealth Management (South Carolina)
South Carolina
$23.9M +$339K +5,966 +1%
FMLI
87
Fukoku Mutual Life Insurance
Japan
$23.7M
MT
88
Midwest Trust
Kansas
$23.6M +$506K +8,911 +2%
OFS
89
Orrstown Financial Services
Pennsylvania
$23.2M +$1.67M +29,374 +8%
Lido Advisors
90
Lido Advisors
California
$22.6M +$6.04M +106,359 +37%
PWMAG
91
Pinnacle Wealth Management Advisory Group
New Jersey
$22.3M +$207K +3,646 +0.9%
APP
92
Avantax Planning Partners
Iowa
$22.2M +$1.67M +29,325 +8%
MW
93
Melia Wealth
Oklahoma
$22M -$14.8M -260,389 -40%
Citigroup
94
Citigroup
New York
$21.4M +$3.17M +55,789 +17%
TM
95
TigerOak Management
New Mexico
$21.4M +$180K +3,164 +0.9%
RWM
96
Rezny Wealth Management
Florida
$21.1M +$5.21M +91,767 +33%
Comerica Bank
97
Comerica Bank
Texas
$20.9M -$194K -3,410 -0.9%
SWM
98
SK Wealth Management
Rhode Island
$20.8M -$697K -12,280 -3%
KWM
99
Kingsview Wealth Management
Oregon
$20.4M +$20.3K +358 +0.1%
BFA
100
Beacon Financial Advisory
Ohio
$20.3M +$431K +7,588 +2%

JEPI Hedge Fund Activity: Q3 2025 in Review

1,289 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity Premium Income ETF (JEPI) for Q3 2025, worth a combined $17.9B — down 1.7% from $18.2B a quarter earlier.

Buyers outnumbered sellers: 110 funds opened new JEPI positions and 79 closed out — a net gain of 31 holders — while 657 added to existing stakes and 419 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $83.2M. The largest seller was JP Morgan Chase, cutting an estimated $295M.

  • 1,289 institutional investors held JPMorgan Equity Premium Income ETF (JEPI) as of Q3 2025, up from 1,283 in Q2 2025.
  • Funds reported $17.9B of JPMorgan Equity Premium Income ETF stock for Q3 2025, down 1.7% quarter-over-quarter.
  • 110 funds opened new JPMorgan Equity Premium Income ETF positions in Q3 2025 and 79 closed out, a net change of +31 holders.
  • The largest JPMorgan Equity Premium Income ETF buyer in Q3 2025 was Cetera Investment Advisers, an estimated $83.2M added.
  • The largest JPMorgan Equity Premium Income ETF seller in Q3 2025 was JP Morgan Chase, an estimated $295M sold.

Based on aggregated 13F filings for Q3 2025.